Edward Jones - Financial Advisor: Clay Spears, CRPS™

5.0
1 review

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Clay Spears, CRPS™
1106 Tunnel Hill Rd, Elizabethtown, KY
42701, United States

Reviews

5.0
1 reviews
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  • HC
    Holly Cottrell
    Sep 18, 2024
    5.0
    Clay and his team have been a big help with getting our retirement plan set up. Clay personally came to our office and explained the basics of the plan, and offered to meet with us all individually to discuss the details of it. This business is quick-moving when you need them, and hop right on taking care of your needs. What mostly prompted me to write this review, was the hand written letter that I received afterwards in the mail, thanking me for working with him. The fact that his team takes time to do small things like this, shows that they will take care of the big things as well! -Holly Pence

Frequently Asked Questions About Edward Jones - Financial Advisor: Clay Spears, CRPS™

What financial services does Edward Jones - Financial Advisor: Clay Spears offer?

They provide financial advising, investment management, investment funds, and stock brokerage services.

What specialties does Clayton Spears focus on at Edward Jones?

Clay Spears specializes in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and Traditional IRAs.